Financial Counselor (Remote)

Discovery Behavioral Health; Myrtle Point (OR); Remote; USD 32,000 - 39,000; Full time

Job summary

Discovery Behavioral Health is seeking a Patient Financial Counselor to guide patients through their financial responsibilities during care. You will work with admissions, billing, and clinical teams to ensure accurate financial planning and documentation, while resolving payment concerns.

Responsibilities include educating patients on co-insurance, deductibles, and fees, tracking payments, and maintaining records in KIPU/EHR.

Qualifications

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• 1–2 years of experience in healthcare finance, billing, or a similar patient‑facing financial role.
• Proficiency with financial systems and software such as KIPU and Salesforce.

Responsibilities

• Educate patients on financial obligations including co-insurance, deductibles, and fees related to care levels.
• Review verification of benefits (VOB) and patient responsibilities and answer billing inquiries.
• Track and manage recurring patient payments; issue invoices and receipts.
• Maintain a detailed calendar of payment schedules and follow up on outstanding balances.
• Resolve declined transactions and assist patients with payment arrangements.
• Prepare financial paperwork for admissions and ongoing care programs; manage records in KIPU/EHR.
• Share financial information with third‑party vendors such as pharmacies or service providers.
• Collaborate with billing and internal teams to resolve issues and keep Salesforce/KIPU data current.

Skills

Communication skills

Healthcare finance knowledge

KIPU/Salesforce proficiency

Education

High school diploma or equivalent

Associate or bachelor’s degree in finance/healthcare administration or related field

Tools

KIPU

Salesforce

Job description

Position Summary

The Patient Financial Counselor plays a critical role in ensuring patients understand and manage their financial obligations throughout their care journey. This position requires exceptional organizational skills, attention to detail, and the ability to provide compassionate guidance to patients regarding their financial responsibilities. The ideal candidate will collaborate closely with admissions, billing, and clinical teams to support accurate financial planning, documentation, and resolution of payment concerns.

Essential Job Functions

• Financial Consultation:
• Educate patients on their financial obligations, including co-insurance, deductibles, and fees related to various care levels (RTC, PHP, IOP, Continuing Care, Aftercare).
• Review verification of benefits (VOB) and patient responsibilities, addressing inquiries regarding billing, step-down services, and other fees.
• Payment Coordination:
• Track and manage recurring patient payments, issuing invoices and receipts for each transaction.
• Maintain a detailed calendar of payment schedules, ensuring timely follow-up on outstanding balances, co-insurance, and authorized services.
• Conduct follow-ups on declined transactions and collaborate with patients to resolve payment issues.
• Documentation and Reporting:
• Prepare and process financial paperwork for new admissions and ongoing care programs.
• Scan, upload, and maintain accurate financial records in KIPU/EHR systems.
• Provide financial documentation to third-party vendors such as pharmacies or other service providers.
• Team Collaboration:
• Communicate with the billing department and internal teams to resolve ongoing billing issues and ensure accounts are updated.
• Keep internal metrics and patient financial data current in Salesforce, KIPU, and other designated systems.

Knowledge, Education, & Experience

Employment Status: Full-Time

• Compliance and Support:
• Ensure compliance with financial policies and procedures.
• Support patients with financial inquiries, offering clear explanations and appropriate options for payment plans or adjustments.
• Education: High school diploma or equivalent required; associate or bachelor's degree in finance, healthcare administration, or a related field preferred.
• Experience: Minimum of 1-2 years of experience in healthcare finance, billing, or a similar patient-facing financial role.
• Strong interpersonal and communication skills with a patient-centered approach.
• Proficiency in financial systems and software, such as KIPU, Salesforce, or similar tools.
• Familiarity with insurance verification, benefits coordination, and medical billing practices is highly desirable.

Schedule: Monday-Friday 7:30am - 4pm (flexible depending on business needs)

Work Location: Remote

Compensation: Pay Range: $23-28/hr.